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State Street SPDR S&P Telecom ETF

41 hedge funds and large institutions have $26.3M invested in State Street SPDR S&P Telecom ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4.04% more ownership

Funds ownership: 42.34%46.39% (+4%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0% more capital invested

Capital invested by funds: $26.3M → $26.3M (+$25.6K)

0% more funds holding

Funds holding: 4141 (0)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1
Waldron Private Wealth
Pennsylvania
$3.51M
LPL Financial
2
LPL Financial
California
$2.98M +$402K +5,421 +15%
RJA
3
Raymond James & Associates
Florida
$2.31M +$787K +10,602 +48%
Morgan Stanley
4
Morgan Stanley
New York
$2.29M -$1.06M -14,301 -31%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.09M +$2.19M +29,489 New
FMTCOCP
6
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.99M +$44.1K +594 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.47M -$7.57K -102 -0.5%
SPIA
8
Steward Partners Investment Advisory
New York
$1.42M +$1.27M +17,106 +580%
Bank of America
9
Bank of America
North Carolina
$1.38M +$80.1K +1,079 +6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.13M -$41.5K -559 -3%
LOIM
11
Liberty One Investment Management
Illinois
$982K -$22.1K -298 -2%
FSA
12
Financial Services Advisory
Maryland
$774K +$810K +10,909 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$646K +$332K +4,478 +97%
UBS Group
14
UBS Group
Switzerland
$606K -$19.7K -266 -3%
Citadel Advisors
15
Citadel Advisors
Florida
$588K +$404K +5,447 +191%
JP Morgan Chase
16
JP Morgan Chase
New York
$510K +$32.1K +433 +6%
Osaic Holdings
17
Osaic Holdings
Arizona
$401K +$144K +1,936 +52%
Cerity Partners
18
Cerity Partners
New York
$250K +$262K +3,526 New
PSF
19
Pacific Sun Financial
California
$226K -$20.3K -274 -8%
MML Investors Services
20
MML Investors Services
Massachusetts
$225K -$61.7K -831 -21%
CIA
21
Cape Investment Advisory
Georgia
$117K +$12K +162 +11%
CHC
22
City Holding Co
West Virginia
$110K -$23K -310 -17%
PWMG
23
Prestige Wealth Management Group
New Jersey
$79.2K +$7.13K +96 +9%
FFL
24
Financial Freedom LLC
Ohio
$54.1K +$148 +2 +0.3%
AssetMark Inc
25
AssetMark Inc
California
$28K -$11.4K -154 -28%

XTL Hedge Fund Activity: Q3 2023 in Review

41 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q3 2023, worth a combined $26.3M — up 0.1% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XTL positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $2.19M. The largest seller was IMC Chicago, exiting entirely with an estimated $1.83M sold.

  • 41 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $26.3M of State Street SPDR S&P Telecom ETF stock for Q3 2023, up 0.1% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Telecom ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $2.19M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q3 2023 was IMC Chicago, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2023.